Moxie + SmartSuite

Create new SmartSuite records each time a client is created in Moxie

Bolster your productivity with this convenient workflow, which springs into action when a new client is added in Moxie. It instantaneously produces a corresponding record in SmartSuite, enabling thorough and accurate record maintenance with minimal manual intervention. Say farewell to swapping between apps or unintentionally neglecting data updates. This seamless process guarantees your SmartSuite data remains updated and completely in line with Moxie.

When this happens...
Client Created
Triggers when a new client is created in Moxie.
TriggerInstant
automatically do this!
Create Record
Triggers when new record is created.
ActionWrite

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Supported triggers and actions

Agreement Sent
Triggers when a proposal is sent either via link or email.
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Instant
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Agreement Viewed
Triggers when a user views the proposal.
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Instant
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Client Deleted
Triggers when a client record is deleted in Moxie.
Trigger
Instant
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Task Created
Triggered when a Project Task is created
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Instant
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Task Updated
Triggered with a Project Task is updated.
Trigger
Instant
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- Form IDRequired
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Instant
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Meeting Cancelled
Triggers when a meeting is cancelled
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Instant
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Meeting Updated
Triggers when a meeting is updated or rescheduled
Trigger
Instant
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
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Instant
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
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Instant
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Project Created
Triggers when a new project is created in Moxie.
Trigger
Instant
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Instant
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Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Trigger
Instant
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Ticket Comment
Triggers when a comment is created on a ticket
Trigger
Instant
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Ticket Deleted
Triggers when a support ticket is deleted
Trigger
Instant
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Time Worked Created
Triggers when a new time worked entry is created.
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Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
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- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
Action
Write
- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
Action
Write
- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
Action
Write
- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
Action
Write
- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
Action
Write
- Event IdRequired
Action
Write
- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write
- SolutionRequired
- TableRequired
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Instant
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- SolutionRequired
- TableRequired
Action
Write
- SolutionRequired
Action
Write

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
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Instant
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Client Created
Triggers when a new client is created in Moxie.
Trigger
Instant
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Client Updated
Triggers when a client record is updated in Moxie.
Trigger
Instant
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Task Deleted
Triggered when a Project Task is deleted
Trigger
Instant
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Task Approval
Triggers when a new Deliverable is ready for client approval.
Trigger
Instant
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Invoice Sent
Triggers when an invoice is sent in Moxie.
Trigger
Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
Trigger
Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
Trigger
Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
Trigger
Instant
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Project Completed
Triggers when a project is set to "complete" in Moxie.
Trigger
Instant
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Project Updated
Triggers when the settings for a project are updated.
Trigger
Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Trigger
Instant
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Ticket Closed
Triggers and a support ticket is closed
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Instant
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Ticket Created
Triggers when a new support ticket is created
Trigger
Instant
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Ticket Updated
Triggers when a support ticket is updated
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Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
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Instant
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- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
Action
Write
- Client NameRequired
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- NameRequired
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
Action
Write
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
Action
Write
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search QueryRequired
Action
Search
- SolutionRequired
- TableRequired
Trigger
Instant
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- SolutionRequired
Action
Write
- SolutionRequired
- TableRequired
- RecordRequired
Action
Write

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SmartSuite

SmartSuite is transforming how organizations get work done by providing a collaborative Work Management platform that enables teams to plan, track and manage workflows - whether it be a project, an ongoing process or routine everyday tasks.

Related categories

Productivity

Moxie + SmartSuite

Create new SmartSuite records each time a client is created in Moxie

Agreement Sent

Agreement Viewed

Client Deleted

Task Created

Task Updated

Form Completed

Meeting Cancelled

Meeting Updated

Opportunity Deleted

Payment Received

Project Created

Proposal Sent

Proposal Viewed

Ticket Comment

Ticket Deleted

Time Worked Created

Time Worked Updated

Approve Task

Create & Optionally Send Invoice

Create or Update Calendar Event

Create Task

Create Ticket Comment

Delete Calendar Event

Create Form Submission

Create Record

Create Record

Find Many Records (As Line Items) in SmartSuite

Agreement Signed

Client Created

Client Updated

Task Deleted

Task Approval

Invoice Sent

Meeting Scheduled

Opportunity Created

Opportunity Updated

Project Completed

Project Updated

Proposal Signed

Ticket Closed

Ticket Created

Ticket Updated

Time Worked Deleted

Apply Payment

Create Client

Create Opportunity

Create Project

Create Ticket

Create Time Worked

Create Expense

Find a Client

Update Record

Find a Record in SmartSuite

Update Record

About Moxie

Related categories

Similar apps

Zapier Interfaces

About SmartSuite

Related categories